Strategic Point Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Strategic Point Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,788,579
+2.2%
170,079
+2.1%
4.01%
+6.3%
Q2 2023$18,391,857
+0.7%
166,517
+0.8%
3.77%
-7.1%
Q1 2023$18,254,985
+102502.2%
165,203
+2.1%
4.06%
-5.2%
Q4 2022$17,792
-99.9%
161,867
+1.0%
4.28%
-13.2%
Q3 2022$17,623,000160,2054.93%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders